We use CCH Workflow and are very happy with it. I can not imagine trying to keep up with returns in excel. When a client sends their tax info/signed eng letter our admin team logs it in and then it goes to manager intake. The manager then determines ...
Good morning - We are in a dilema over 1040 processing/tracking. In the past, we have always used an excel spreadsheet until now, we recently migrated to CCH Workflow. This was our first tax season, however we were still using our spreadsheet alongside ...
Hi Tammy, We are a small firm of 15 employees, and most of our team is relatively young. This year, we went through the process of creating a maternity and paternity leave policy, as well as revisiting our overall time-off policy. Since we do not ...
Introduction: The Wake-Up Call at the Retreat Picture ...
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